Billing Workflows
The following articles provide instructions on how to understand the billing process in Clio, including a detailed explanation of Clio's bill states, Payment Profiles, and additional options.
Videos
Articles
- If a Bill is Submitted to two Attorneys for Approval, Would it Require Both of Them to Approve the Bill
- When I Submit Multiple Bills for Approval, How Many Emails Does the Attorney Get?
- Can I Change Which Bill State I See by Default?
- Can I Record A Payment Using A Void Cheque/Check in Clio?
- Can I Apply Just Secondary Tax?
- Can I Filter Billable Clients By Trust Amounts?
- How To Apply Payment To An Invoice When a Line Item Is Not Associated With a Matter?
- The Amount/Rate do Not Show After Importing to Clio
- Can I See Everyone A Bill Has Been Shared With?
- How Do I Change a Time Entry to a Product Line Item on a Bill?
- Error: "Billing Preferences Cannot Be Changed At this Time"
- Can I Edit the Total of an Aggregated Bill with One Click in New Clio?
- What Does the "Source/Recipient" Field Mean when Recording a Transaction?
- Is There a Payment Source For Barter?
- Issue: Total Amount Outstanding section of the Statement of Account Summary on Bill, shows a balance owing that equals the interest amount.
- Can I Filter Bills by Practice Area?
- Can I Convert Currency in Clio?
- Can I Set Up Bills to Tax Just Services But Not Expenses?
- Issue: "There was a problem updating your bill. Please try again" When Removing Line Items From Bills
- How do I Void A Bill With No Matter Associated to It?
- How do I Ensure that I am Sharing the most Recent Version of a Bill and not a Previous Version?
- How do I View Credit Note Descriptions on the Bills Tab?
- What Email Address Will a Client See and Respond to When I Share a Bill via Email?
- When I Share a Bill via Email, Will the Email Show the Amount Due on the Current Bill or the Total Outstanding Balance for the Client?
- Why Are My Bills Not Showing Any of the Line Items?
- Can I Print a Bill as Unpaid Once it's Been Paid?
- Fee Petition: Can I Delete the Transaction Related to a Payment Without Removing the Payment from a Bill?
- How Do I Remove Specific Entries From a Bill in Bulk?
- Why Are the Line Items on My Bill Outside of the Margins?
- Can my Client Pay their Clio Bill with a Bank Draft?